Retirement Pathfinder with Barbara Lane & Phil Guske
Financial and retirement planning guidance from Rockford’s Barbara Lane & Phil Guske of Pathfinder Wealth Management.
Episodes
With underfunded plans and company closures always being a risk, retirees may be better off controlling their own retirement funds rather than relying on a traditional pension.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.t...
As retirement approaches, overlooked paperwork and poorly timed property transfers could undo years of financial planning and create unexpected problems for your heirs.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7u...
Let's discuss why waiting too long, underestimating rising costs, and worrying about the wrong risks could quietly derail your retirement plans.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to...
What retirees and pre-retirees should understand about moving a 401(k), investing through an IRA, and why Roth accounts continue to stand out for tax-free growth.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
As more retirees face high long-term care expenses and complex estate decisions, planning ahead can protect both your finances and your family’s future.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https:/...
As market swings fuel anxiety among retirees, a closer look at history reveals why reacting to headlines and trying to jump in and out of the market often leads to costly mistakes.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Many retirees rely on strategies they believe are safe, but new insights reveal how market timing, long-term bonds, and canceling life insurance may create more risk than protection.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Longer lifespans, rising taxes, and persistent inflation are quietly reshaping how long retirement money lasts- and why many Americans may need to rethink their financial plans before it’s too late.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
With pensions disappearing and future tax rates being always uncertain, it's important for folks to take retirement planning into their own hands.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn....
Retirement brings both freedom and financial decisions- learn practical steps to manage your savings, taxes, and biggest worries.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
In today's episode, we share smart strategies for handling investments, big purchases, and company stock to keep your retirement savings safe.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4...
Making the right financial decisions in retirement means working with advisors who always put your best interest first.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
A closer look at why steady saving, resisting panic in the markets, and treating retirement as an ongoing journey can make all the difference for your financial future.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Beyond finances, we'll look at how retirees can prepare mentally and emotionally for what comes next.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://wh...
Data shows that many Americans are drastically underprepared for their retirement, but there’s still time to shift your strategy.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
If your savings are in pre-tax accounts, future tax increases could shrink what you keep. Listen in and learn how you can maximize what you take home.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
From unexpected long-term care costs to hidden taxes and running out of money, this report breaks down the retirement threats that not everybody sees coming.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: ht...
The wrong savings strategy today could lead to massive tax bills later. Listen in and learn how to avoid paying more taxes on your retirement accounts than necessary.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Learn how to realistically plan for your retirement income, avoid costly mistakes with long-term care, and safeguard your estate with expert advice.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amz...
This fresh look at retirement planning highlights the importance of outpacing inflation, getting educated, and making smart decisions about when to claim Social Security.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
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